1. Town Hall Meeting SIR Branch 8 Choosing Our Future
September 10, 2018
12/31/2018

2. Our Wake-Up Call Big surprise Q1 2018 Maybe preventable reasons
January- March loss of 21 active members
Uncontrollable: 10 (48%)
Maybe preventable: 11 (52%)
Maybe preventable reasons
Personal, other commitments: 7
Lost interest: 2
Lack of diversity: 1
Branch too big: 1
What’s happening here?
12/31/2018

3. Deeper Look At 2015-2017 Is this a one-time event or is this a trend?
Do we have a dissatisfied membership?
Are there any age-related resignation factors?
12/31/2018

4. Branch 8 Membership Changes 2015 – 2017 Analysis
12/31/2018

5. Loss of Early-Tenured Members - 89% within 24 Months
12/31/2018

6. Age Profile of Resigning Members (Branch Median Age 77)
12/31/2018

7. Wake-Up Call Top Findings
We are losing too many members
Losing them fast and
Mostly younger members
Must understand why and act on acquired knowledge
Reach member consensus on changes
12/31/2018

8. BEC Approach to Understanding
FACT: We are not a single, homogeneous group
We have three distinct generations
Often with different perspectives and needs
The critical questions
What’s going on?
Why are we losing younger members?
Is this a one-time event or a deeper member satisfaction problem?
Think carefully through
Who we are, understand our generational needs
Getting clarity on how we add/detract value to members
From both existing members and those we lost
What changes are needed to attract and keep new members
12/31/2018

9. BEC Conclusions & Response
Develop potential actions & change ideas
Early BEC approval of obvious ones
Involve the membership in potential changes
BEC action plan accomplishments
Surveyed members in June
Held focus groups in July
Consolidated findings & actions in August
Present results at September Town Hall branch meeting (less presentation, more discussion)
12/31/2018

10. Three Works in Progress
Recruiting process
Lead with activities
Activity chairmen: track & follow-up on guests
Improved member integration process
Sponsors: stay more involved!
Activity chairmen: make new members welcome
MRC: follow-up during first 12-months
Retroactive 2018 exit interviews
Get beyond bland reasons for leaving
Use outside professional HR help
Gather useful guidance on potential changes
12/31/2018

11. Wake-Up Call Q&A
12/31/2018

12. Survey Top Findings Good member participation: 185 (57% of membership)
We don’t have a satisfaction problem (General Satisfaction is 4.2 on a 5 point scale)
Activity participation and social engagement are the heart of Branch 8
150 of the 185 (81%) participate in 2+ activities
12/31/2018

13. Across three generations ….
Age Old Questions
Across three generations ….
How are we similar?
How are we different?
12/31/2018

14. We See Most Things the Same
Key Areas
<Age 75
Ages 75–81
>Age 81
Activity Participation
Yes
Social Engagement
12/31/2018

15. We See Most Things the Same
Key Areas
<Age 75
Ages 75–81
>Age 81
Activity Participation
Yes
Social Engagement
Introducing New Members – Luncheon and Hotline
Overall Branch Satisfaction
12/31/2018

16. We See Most Things the Same
Key Areas
<Age 75
Ages 75–81
>Age 81
Activity Participation
Yes
Social Engagement
Introducing New Members – Luncheon and Hotline
Overall Branch Satisfaction
Topics for Learning – Senior Health
Branch Communications
12/31/2018

17. We See Most Things the Same
Key Areas
<Age 75
Ages 75–81
>Age 81
Activity Participation
Yes
Social Engagement
Introducing New Members – Luncheon and Hotline
Overall Branch Satisfaction
Topics for Learning – Senior Health
Branch Communications
Keep the “I’ve Done My Part Program” No
12/31/2018

18. We See Some Things Differently
Key Areas
< Age 75
Ages 75-81
> Age 81
Religious & Patriotic Themes – Invocation, Pledge, God Bless America
Don’t Care / Keep
Keep
Keep / Essential
12/31/2018

19. We See Some Things Differently
Key Areas
< Age 75
Ages 75-81
> Age 81
Religious & Patriotic Themes – Invocation, Pledge, God Bless America
Don’t Care / Keep
Keep
Keep / Essential
Community Involvement – SIR Volunteers
Strong Yes
Not Important
More Not Important
Branch Size – Approx. 325 OK
Somewhat Smaller
12/31/2018

20. Survey Q&A
12/31/2018

21. Focus Group Process Small groups focused on key issues
Three sessions, 22 members involved
Generational differences were explored
Structured with all ages groups represented
Survey topics for discussion
What do you find valuable about Branch 8?
Community service interest
Education/life long learning
General discussion
New member integration strategies endorsed
Strong support for telling Branch 8’s story
12/31/2018

22. We See Most Things the Same
Key Areas
< Age 75
Ages 75-81
> Age 81
Value of Branch 8 – Activities and Social Engagement
#1& #2
#1 & #2
Most Popular Learning Topic
Senior Health #1
# 1
12/31/2018

23. We See Most Things the Same
Key Areas
< Age 75
Ages 75-81
> Age 81
Value of Branch 8 – Activities and Social Engagement
#1& #2
#1 & #2
Most Popular Learning Topic
Senior Health #1
# 1
Community Involvement – Lets Do Something
Yes
12/31/2018

24. We See Most Things the Same
Key Areas
< Age 75
Ages 75-81
> Age 81
Value of Branch 8 – Activities and Social Engagement
#1& #2
#1 & #2
Most Popular Learning Topic
Senior Health #1
# 1
Community Involvement – Lets Do Something
Yes
Telling Our Story Better
Do it
New Member Integration
Endorsed
12/31/2018

25. Focus Groups Top Findings
Branch fundamentals are sound and supported by our members
Strong endorsement for lifelong learning and actions underway
Reached wide consensus on all the issues
Changes for recruiting consideration
Revise the website to tell our story to visitors
Focus on Activities via Website
Reach out more using social media (e.g., Facebook)
Put the effort into looking more like our diverse community
12/31/2018

26. Focus Group Q&A
12/31/2018

27. Choosing Our Future
12/31/2018

28. Wake-Up Call Top Findings
We are losing too many members
Losing them fast and
Mostly younger members
Must understand why and act on acquired knowledge
Reach member consensus on changes
12/31/2018

29. Next Steps
Balance recruiting new members with meeting the needs of current members
Continue with implemented actions
Lead with activities
Improve new member integration process
Do deeper retroactive exit interviews
Eliminate “I’ve Done My Part” from the lunch agenda
Increase emphasis on Lifelong Learning
Begin introduction of Community Involvement participation
Diversity: get serious about looking more like our community
12/31/2018

30. The Struggle: Generational Issues
How do we create important new recruiting initiatives without ignoring older members who may not agree or wish to participate? Recommendation – With discussion, listening and consensus, we can do both. Could we change the business portion of the luncheon (i.e. religious and patriotic themes) without alienating some members? Recommendation – Yes,we could, but we need more information from member resignations and guests who don’t join; revisit the issue in 2019.
12/31/2018

31. What Does this Mean for You?
Be willing to compromise and respect the opinions and interests of other members
Be open to changes that are best for the whole
Continue to provide feedback and suggestions
Become involved, volunteer for new roles
Diversity committee
Recruiting committee
Leaders for lifelong learning
Community involvement
12/31/2018

32. Big Sir Perspective
12/31/2018

33. Here’s How We Will Choose
Change will not alter our core mission to
“improve the lives of members through fun activities and events.…..while
making friends for life”
12/31/2018

34. General Q&A
12/31/2018

35. Town Hall Meeting SIR Branch 8 Choosing Our Future
September 10, 2018
12/31/2018